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Agresyvi strategija

None Rebalancing
EUR
High Risk
7.2yr backtest

Performance Summary

Total Return+319.72%
Annualized Return+21.95%
Volatility+24.35%
Sharpe Ratio0.82
Max Drawdown+49.98%

Holdings

Asset Allocation

Asset Class

Equity 75.0%Cryptocurrencies 25.0%
Holdings Details
Diversified growth portfolio with 75% global equity ETFs and 25% Bitcoin for a balanced, modern asset allocation strategy.
AssetTypeAllocationTER
VWCE.XETRA
Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80
ETF
50.0%0.19%
SXRV.XETRA
iShares Nasdaq 100 UCITS ETF (Acc) • IE00B53SZB19
ETF
25.0%0.3%
BTC-EUR
Bitcoin EUR Price
CRYPTO
25.0%-
Total100.0%0.17%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €41,972.32
Histogram of Monthly Returns
The portfolio had a positive return during 52 of the 88 months (59%)
Monthly Returns Heatmap
Best month: +25.7% • Worst month: -21.1% • Best year: 2024 (+77.1%) • Worst year: 2022 (-40.3%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-5.7%-7.4%-0.7%+10.8%+2.9%-7.9%+0.0%+12.0%+6.4%-0.8%--+7.8%
2025+7.2%-12.3%-7.3%+3.8%+9.6%-0.2%+9.2%-5.9%+4.5%+0.4%-10.9%-2.4%-7.3%
2024+3.1%+22.0%+10.3%-8.8%+5.7%-0.2%+0.5%-6.1%+4.3%+7.6%+25.7%-0.4%+77.1%
2023+16.1%+1.6%+8.7%+0.4%+1.9%+6.1%-0.3%-4.0%+1.1%+8.6%+6.1%+7.1%+66.0%
2022-11.1%+4.2%+5.8%-8.6%-10.4%-19.1%+14.4%-5.7%-4.4%+3.1%-7.4%-6.7%-40.3%
2021+7.1%+17.4%+20.4%-1.6%-21.1%+2.1%+8.9%+8.5%-3.8%+22.3%-1.9%-8.9%+48.9%
2020+6.5%-7.7%-12.4%+15.5%+3.7%+1.8%+4.5%+6.0%-2.8%+4.8%+16.9%+16.6%+61.4%
2019------+0.8%-2.5%-1.2%+2.4%-0.3%+0.6%-0.4%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +49.98% • The longest drawdown period lasted for 2 years and 3 months and was between November 2021 and February 2024. It reached a trough of -50.0%.
When could this portfolio get you to financial independence?

Agresyvi strategija returned +21.95% a year over the 7 years above. Run those same monthly returns forward through 10,000 simulated paths, with your own savings and target retirement age, to see when they could reach your FIRE number.

Detailed Metrics

Returns
Total Return
+319.72%
Annualized Return
+21.95%
Avg Monthly Return
+2.03%
Risk
Volatility (Annual)
+24.35%
Max Drawdown
+49.98%
Positive Months
59%
Average Drawdown
-17.4%
Risk-Adjusted
Sharpe Ratio
0.82
Risk-free rate: 2.0%
Sortino Ratio
0.81
Downside risk adjusted
Return/Volatility
0.90
Calmar Ratio
0.44
Return/Max Drawdown
Ulcer Index
21.63
Drawdown depth & duration
Martin Ratio
0.01
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€41,972.32
Backtest Period
2019-07-25 to 2026-10-16
7.2 years
Rebalancing
none
Base Currency
EUR